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Market movers: Micron, Nike, Rocket Lab, SpaceX, HIVE...

This article provides an overview of several market-moving companies including SpaceX, Nike, Rocket Lab, Micron Technology, New Era Energy & Digital, HIVE Digital Technologies, and Hutchmed. SpaceX's Starlink business is poised for growth, while Nike shares have fallen to an 11-year low. Rocket Lab …

Alibaba Sells Gaming Unit for Over $2 Billion

This article first appeared on GuruFocus. Chinese e-commerce and cloud company Alibaba Group Holding Ltd. (BABA, Financials) is projected to raise more than $2 billion from the sale of its Lingxi Games unit as it focuses expenditure on artificial intelligence and cloud computing.Alibaba is …

Hedge Fund Heavyweights Are Dumping Micron (MU). Except One Billionaire.

Micron (NASDAQ:MU) was dumped by major hedge funds in the second quarter of 2026 despite the stock's massive gains and AI-related demand. Latest 13F filings show that billionaire David Tepper's Appaloosa Management cut its Micron stake by 41%. However, the stock is still among …

Cisco: This 8% Selloff Looks Like An Overreaction (NASDAQ:CSCO)

Cisco Systems (CSCO) experienced an 8.4% stock selloff despite reporting strong Q4 results, including an 18% revenue increase and a 35% rise in product orders. The company's AI infrastructure orders quadrupled year-over-year to $9.3 billion in FY2026, with hyperscaler contributions reaching $4 billion in …

Caterpillar Expands Workforce Initiative to Arkansas to Strengthen Pathways to Manufacturing Careers

Investment will focus on making training more accessible, defining what skills are needed for future jobs and connecting individuals to careers in modern manufacturing The Academies of Central Arkansas, University of Arkansas Pulaski Technical College and Little Rock Regional Chamber to help advance the …

Alibaba Stock Rises as Qwen AI Model Escalates Battle With Meta

This article first appeared on GuruFocus. Alibaba Group (NYSE:BABA) shares surged about 2% on Monday morning as the Chinese technology company introduced a new AI model aimed at consumer devices and released the weights of its flagship system, intensifying competition with Meta in open-weight …

SpaceX Stock Tests Resistance, Attempts To Retake Debut Price

SpaceX stock jumped more than 5% Monday, fighting to recover its 150 debut price. SpaceX conducts rapid Falcon 9 launches. Continue Reading

Growthpoint Properties Australia (ASX:GOZ) Shares Face Incentive Pressure Despite Steady FFO

Western Digital Stock Jumps Over 6% as Memory Rally Accelerates

This article first appeared on GuruFocus. Western Digital (NASDAQ:WDC), a data-storage company powering the next wave of AI infrastructure, jumped approximately 6.1% to $539.82 Monday morning as investors rushed back into storage stocks. The catalyst came from Washington's push to reduce Apple's (NASDAQ:AAPL) reliance …

Jones Lang LaSalle (NYSE:JLL) CEO Sells 2,000 Shares of Stock

Jones Lang LaSalle (NYSE:JLL) CEO Christian Ulbrich sold 2,000 shares of the company's stock on August 14th at an average price of $375.00, totaling $750,000. This sale, conducted under a pre-arranged trading plan, reduced his direct ownership to 146,418 shares. The company recently reported …

NY judge tosses Uber lawsuit claiming lawyers inflated injury claims

A New York judge dismissed Uber's lawsuit against three personal injury law firms, which alleged the firms inflated injury claims using the federal anti-racketeering law (RICO). The judge ruled Uber failed to prove the firms benefited improperly from their association with doctors and could …

Tesla Batters Rivian in Self-Driving Test

A CNBC comparison test found Tesla's FSD (Supervised) significantly outperformed Rivian's Autonomy+ in self-driving capabilities, particularly on unmarked roads and in darkness. While Rivian's system is cheaper, Tesla's offers more advanced point-to-point and non-highway navigation. However, neither system nor any other US self-driving system …

Alibaba sells $1.5B game unit in AI pivot: AlphaSpace breakdown

Yahoo Finance's Julie Hyman uses AlphaSpace to break down Alibaba's (BABA) decision to sell its Lingxi Games unit for over $1.5 billion as the tech giant sharpens its focus on AI, while examining broader performance across U.S.-traded Chinese stocks including PDD Holdings (PDD), JD.com …

ConvaTec stock steadies as buyback and analyst forecasts shape the outlook

GMO Payment Gateway Inc (TSE:3769) (Q3 2026) Earnings Call Highlights: Strong Profit Growth and ...

This article first appeared on GuruFocus. Release Date: August 14, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue and operating profit grew 14.3% and 24.2% year-on-year, respectively, in the first nine months …

Mastercard Stock Slips as Ackman Rally Loses Momentum

This article first appeared on GuruFocus. Mastercard (NYSE:MA), a global electronic-payments and financial-services giant, enteredBill Ackman (Trades, Portfolio)'s Pershing Square portfolio during the second quarter, but shares pulled back about 0.6% to $566.09 Monday morning. The move came after investors digested Ackman's latest portfolio …

Geely Automobile Holdings Limited 2026 Q2 - Results - Earnings Call Presentation (OTCMKTS:GELYF) 2026-08-17

Tres Tentos Agroindustrial SA (BSP:TTEN3) (Q2 2026) Earnings Call Highlights: 30th Consecutive ...

This article first appeared on GuruFocus. Net Revenue: Grew over 30% in Q2 2026, reaching R$4.7 billion; year-to-date growth of 12.8%. Adjusted EBITDA: Increased 12% in the first half of 2026. Adjusted Net Income: Increased 14% in the first half of 2026. Net Debt: …

New Hope Corp Ltd (NHPEF) (Q4 2026) Earnings Call Highlights: Record Production and Strong Cash ...

This article first appeared on GuruFocus. Release Date: August 17, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points New Hope Corp Ltd (NHPEF) achieved full-year saleable coal production of 11.5 million tonnes, an …

Lennox International (LII) Could Be 22% Undervalued After Its Conference Appearance

Lennox International (LII) is anticipated to be 22% undervalued ahead of its appearance at Deutsche Bank’s Chicago Industrials Summit. Despite recent share price declines, the company trades at a significant discount to analyst targets and intrinsic value estimates. The most popular narrative suggests a …

Freightways (NZSE:FRW) Stock Richly Valued Despite 17% Profit Growth

Science Applications International (SAIC) Could Be 8% Overvalued As $400 Million Contract Adds Momentum

ABXX: Record trading growth and new product launches drive strong outlook and financial resilience

Not Micron, Not Sandisk. This AI Stock Will Be the Biggest Beneficiary of the Next Infrastructure Bottleneck

Shares of Micron Technology and Sandisk have clocked phenomenal returns over the past year, primarily due to the mission-critical role of the memory chips produced by them for running artificial intelligence (AI) workloads in data centers. Faster memory chips and larger storage help solve …

Druckenmiller dumps Micron, Intel, buys Amazon in Q2 2026

Stanley Druckenmiller's Duquesne Family Office filed a 13F on Friday disclosing that it liquidated its entire positions in Broadcom, Intel, and Micron Technology during the second quarter while increasing its stake in Amazon by more than 1,000%. According to the filing, Duquesne raised its …

Why NG Energy International Corp. stock is skyrocketing today

Restaurant Brands (QSR): Buy, Sell, or Hold Post Q2 Earnings?

Restaurant Brands (QSR): Buy, Sell, or Hold Post Q2 Earnings? Restaurant Brands has followed the market's trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 14% to $77.66 per share while the index has …

Tyler Technologies Inc. stock outperforms competitors despite losses on the day

Tyler Technologies Inc. (TYL) shares fell by 2.48% on Monday, closing at $320.48. Despite this daily loss, the stock demonstrated outperformance relative to the broader market, as the S&P 500 Index and Dow Jones Industrial Average also experienced declines. This marks the second consecutive …

Stellantis Stock Drops Nearly 4% on 955,000-Vehicle Recall

This article first appeared on GuruFocus. Stellantis (NYSE:STLA), the automaker behind Jeep, Ram, Fiat, Peugeot and Chrysler, recalled nearly 1 million vehicles worldwide as shares fell nearly 4% to $5.15 Monday morning. The trigger was a software glitch that could block the rear-view camera …

Baxter International Inc. stock underperforms Monday when compared to competitors

Baxter International Inc. (BAX) shares fell 3.07% on Monday, underperforming the broader stock market, which also experienced declines. The S&P 500 Index dropped 0.52% and the Dow Jones Industrial Average fell 0.51%. This marked the second consecutive day of losses for Baxter International stock.

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

Quick Read Cerebras surged 15% as OpenAI's exclusive compute backbone for GPT-5.6 Sol, backed by a 750-megawatt capacity purchase commitment through 2028. NVIDIA's 13F revealed a $30 billion Intel position representing 47% of its portfolio, with SoftBank holding 67% of its own portfolio in …

Did Expanded FedRAMP Class D AI Capabilities Just Shift Pegasystems' (PEGA) Federal Investment Narrative?

Pegasystems (PEGA) recently enhanced its Pega Cloud for Government with expanded FedRAMP Class D certified AI capabilities, including workflow automation and decisioning, meeting stringent federal security standards. This development deepens Pega’s market penetration for high-impact federal workloads, aligning with its Pega Infinity 26 launch …

HPE stock advances after DOJ clears Juniper acquisition

HPE stock has advanced significantly after the U.S. Justice Department cleared its acquisition of Juniper Networks. The deal aims to strengthen HPE's networking and AI-driven cloud portfolio, with investors weighing the strategic benefits. Analysts have a moderate buy rating with a consensus target price …

Gary Black Has ‘Low Interest’ in Tesla Stock at Current Price, Even With a Potential SpaceX Buyout

Investor Gary Black expressed low interest in Tesla (TSLA) stock at its current price, despite anticipating a potential all-equity buyout offer from SpaceX (SPCX) at a healthy premium. Black believes current Tesla investors might sell immediately upon the deal announcement due to expected dilution …

Marvell Technology (MRVL) Deepens Its CPO Role In AI Data Center Buildouts

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Marvell Technology (NasdaqGS:MRVL) is taking a central role in the development of Co-Packaged Optics …

Texas Instruments Is Up 60% in 2026. A New GE Appliances Deal Shows the Manufacturing Edge Behind It